VWA

VSM Wealth Advisory Portfolio holdings

AUM $322M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$45.6M
2 +$15.3M
3 +$15M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.3M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$12.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.66%
2 Consumer Staples 2.27%
3 Financials 1.76%
4 Energy 1.42%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$30.7K 0.01%
+641
227
$30.3K 0.01%
+400
228
$30.1K 0.01%
+228
229
$28.8K 0.01%
+550
230
$28.4K 0.01%
+115
231
$28.4K 0.01%
+292
232
$28.4K 0.01%
+500
233
$28K 0.01%
+500
234
$27.3K 0.01%
+1,500
235
$27.1K 0.01%
+549
236
$26.9K 0.01%
+303
237
$26.7K 0.01%
+172
238
$26.1K 0.01%
+720
239
$26K 0.01%
+50
240
$25.8K 0.01%
+3,496
241
$25.8K 0.01%
+2,576
242
$25.6K 0.01%
+1,477
243
$25.4K 0.01%
+132
244
$24.8K 0.01%
+66
245
$24.6K 0.01%
+425
246
$24.3K 0.01%
+129
247
$24.2K 0.01%
+327
248
$23.9K 0.01%
+346
249
$23.8K 0.01%
+330
250
$23.6K 0.01%
+525